--000000000000e30c240602e21377 Content-Type: text/plain; charset="UTF-8" Good Morning, Dennis will be on vacation this week. I will also be off from Wednesday to Friday as well as won't be available for intakes today. We will need to be a lot more diligent with leads/calls than the last time he went on vacation.* NO calls are expected to go to voicemail*. After speaking with Tim, the following people are the *only *ones included in the ring group and are responsible for *all* inquiries to be done in the format below. *Calgary: * Primary: Chuck Backup: Shawntel *Winnipeg: * Primary: Brian Backup: Chuck *Vancouver:* Primary: Sharon Backup: Cathy Here is the format that all calls should be entered in: *Caller Name:* *Caller Phone Number:* *Caller Email Address:* *Client Name:* *Client Age:* *Client Address:* *Condition (primary diagnosis):* *Mobility Status (Wheelchair, Walker, etc) :* *Cognitive (Signs of Dementia and Alzheimer's):* *Potential Schedule:* *Potential Start Of Care:* *Quoted Price:* *Hear about us*: *Lead or Opportunity:* Lead = Anyone looking for a homecare company Opportunity = 1. Looking for homecare 2. Financially Qualified (Can afford us) 3. In our Geography (we service location) Please *slack me privately* with this filled-out format after every call you do and I will enter it at night into SalesForce and set an appropriate follow-up date if it is an opportunity. This needs to be done correctly for the marketing team. If we have a client who wants to start care and you can do an in-person assessment, please bring a hard copy of the consent and payment authorization method. If you need to send the documents virtually, please contact Taylor or Desiree as they have access to the Western Canadas PandaDoc file. Thank you, Joey Taylor *Regional Care Solutions Manager* 514-907-5065 TheKey.ca [image: TheKey] --000000000000e30c240602e21377 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good Morning, Dennis will be on vacation this week.= I will also be off from Wednesday=C2=A0to Friday as well as won't be a= vailable for intakes today. We will need to be a lot more diligent with lea= ds/calls than the last time he went on vacation. NO calls are expected t= o go to voicemail . After speaking with Tim, the following people are th= e=C2=A0 only=C2=A0 ones included in the=C2=A0ring group and are respon= sible for=C2=A0 all =C2=A0inquiries to be done in the format below. Calgary:=C2=A0 Primary: Chuck Backup: Shawntel=C2=A0 Winnipeg:=C2=A0 Primary: Brian Backup: Chuck Vancouver: Primary: Sharon Backup: Cathy=C2=A0 Here is th= e format that all calls should be entered in: Caller Name: Caller Phone Number: Caller Email Address: Client Name: Client Age: Client Address: Condition (pri= mary diagnosis): Mobility Status (Wheelchair, Walker, etc) : Cognitive (Signs of Dementia= and Alzheimer's): Potential Schedule: Potential Start Of Care: Quoted Price: Hear about us : Lead or Opp= ortunity: Lead =3D Anyo